Administrator - Financial Services

🌟 Join Our Clients dynamic Team as an Administrator! 🌟

Are you an organised individual with a passion for helping others? Do you thrive in a vibrant, dynamic environment? Do you have experience working in the Financial Services Sector?

If so, we want YOU to become a crucial part of our client's team! We're looking for a proactive Administrator who is ready to make a difference. 🎉

Location: Jewellery Quarter, Birmingham

Contract Type: Permanent
Working Pattern: Monday to Friday 8.30am - 5.00pm or 9.00am - 5.30am (1 hour lunch)
Salary: £27-£30K (DOE)
Start Date: ASAP
Office / Hybrid: Office based for first 3 - 6 months, Hybrid work model from 6 months onwards 3 days in office / 2 days working from home.

Based in sleek offices in the heart of Jewellery Quarter, Birmingham, our client are a growing investment company with a great team spirit!

Incredible company benefits:

• 25 days annual leave

• Pension contribution (up to 7.5% of your annual salary)

• Death in service benefit - up to three times annual salary

• Private healthcare

• Income Protection

• Eye test vouchers

• Employee assistance programme

• Length of service benefits

• Cycle to work

• Workplace nursey benefit

• Staff training opportunities

What you'll be doing:

As an Administrator, you'll be at the heart of our operations, ensuring everything runs smoothly. Your responsibilities will include:

• The ability to work in a fast-paced office environment, delivering high quality work against tight timescales.


• Updating and competent use of the various internal databases and systems


• Processing and authorising deal instructions to buy, sell and transfer units/shares received by email, post or telephone.


• Placing and confirming portfolio investment trades and liaising with other departments where appropriate.


• Identifying potential issues though analysis of client/agent instructions and liaising with other departments where appropriate.


• Management of electronic dealing systems.


• Updating the register with updates to client or adviser records, including scheduling monthly investment activity (Regular Investment/Withdrawal runs, Adviser Charges).


• Understanding regulatory requirements affecting the role specifically and financial services in general.


• Allocation of work through scanning and categorisation of mail items into Workflow systems


• Flexibility in the role to cover other general office duties as required.

Is this you?

Logical and numerate individual who take's great pride in the accuracy and quality of their work and be prepared to learn.

• Experience in financial services and investing would be desired but is not essential.


• Proven experience in an administrative role-your skills and knowledge are key!


• Excellent organisational and multitasking abilities to keep pace with our dynamic environment


• Strong communication skills, both written and verbal-you'll be the voice of our team!


• Proficiency in Microsoft Office Suite and other office software (experience with CRM systems is a plus!)


• A proactive attitude, with a willingness to learn and adapt to new challenges

Ready to Jump In?
If you're excited about the opportunity to make a difference in a supportive and lively atmosphere, we want to hear from you! Please send your resume and a brief cover letter explaining why you'd be a perfect fit for our team to birmingham@office-angels.com

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

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